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Thought Leadership

Speaker, "A Primer on ESOP Distribution Policies," NCEO Annual Employee Ownership Conference

Speaking Engagements

Mark Welker will present "A Primer on ESOP Distribution Policies," at the NCEO Annual Employee Ownership Conference on Tuesday, April 25, 2023.

A well-written distribution policy is a key component of every ESOP. There are many factors to consider when creating an effective policy, and the process requires input from the c-suite as well as the various plan consultants. Attendees will learn the options available, as well as other basics, so they can align their distribution policy with their company's financial objectives while supporting the ESOP culture.

Learning Objectives:

  • Understand the three elements included in every distribution policy
  • Identify the various distribution options available for ESOPs
  • Learn which distribution options to consider as the ESOP matures and the demographics of the participants change

For more information, visit the event website.


Mark D. Welker